How do I add Account Favourites?

If you have multiple accounts, Account Favourites enables you to easily create your own custom account groups so you can quickly access the accounts you need in one simple click.

You can label your favourites by location, product type, job, client, Account Manager or anything you would like.

Follow the simple steps below to add account favourites:

1. Click on the green Account Selector. Select the accounts you want to include into a group. You can select up to 20 accounts.

2. Click on the new Favourites menu drop down. Choose Save selection as favourite.

3. Give your selection a name, choose a folder colour and click Save favourite when you’re done.

4. Clicking inside the new Favourites menu and choosing a Favourite group will automatically select only the accounts in that group.


Please sign in to leave a comment.
Powered by Zendesk